Chad  Rudy,  CFP<sup>&reg;</sup> - Financial Advisor

Chad Rudy, CFP®

Executive Vice President

Retirement Investment Advisors, Inc.

9300 John Hickman Pkwy, Ste 504
Frisco, TX 75035
FINANCIAL ADVISOR'S WEBSITE
(972) 377-2850 CONNECT WITH Chad
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General

Chad Rudy is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Retirement Investment Advisors, Inc. in Frisco, TX and the surrounding communities.

Financial Advisor Overview

We believe that every client has a unique situation, and that clients' needs vary. Our role is to provide our clients with greater financial independence and confidence in their investments by helping them make smart, well-informed decisions about their investments and retirement plans. Retirement Investment Advisors, Inc.'s investment strategy is to enhance our clients' successes by creating individualized, dynamic portfolios that can help optimize returns and reduce volatility. We are strategically working with quality investment management firms to execute the details of each client's personal plan.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources